Date updated:11-09-2007
Stocks I own

-
SRZ
Sunrise Senior Lv - $3.13
- +0.97%
- $3.08
I saw a value play potentially after some hard times. Also with an aging population this is a great play and higher scale than similar facilities.

-
NE
Noble Corp (new) - $41.31
- +0.24%
- $40.94
In the deep oil drilling space. It trades at a discount to its peers and has some better fundamentals. My best pick so far this year. I picked this in part due to Cramer's Transocean pick earlier this year.

-
BAC
Bk Of America Cp - $15.85
- +2.46%
- $15.59
Strictly a yield play, I'll buy more when it is under $42

-
FRO
Frontline Ltd - $27.17
- +1.91%
- $26.97
A yield play in my retirement account.

-
GS
Goldman Sachs Grp - $169.66
- +3.57%
- $165.47
Best of breed broker. Swapped out of UBS to get into this. It has been painful lately, but I may add more if there is further weakness

-
CMG
Chipotle Mex Gril - $83.45
- +0.14%
- $83.09
I love Chipotle (the restaurant and the stock). A very well run company with excellent. I buy and sell a portion of my position when it swings wildly. This will be a core position of mine until I see any signs of decelerating revenue growth.

-
SHLD
Sears Holdings Co - $70.95
- -1.38%
- $71.38
CRAMER. I have bought and sold this a few times. I buy Cramer's long term thesis, but looking to replace this name with a stock I have more conviction in.

-
EMC
E M C Cp - $16.83
- +0.48%
- $16.64
A big stake of VMWare will stay with EMC after the upcoming IPO.
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A. Mr. Partridge can answer that, but not
until tomorrow maybe.
He has not indicated a preference for
keeping one or the other,
which leads me to believe he will keep
both.
A. The only one I own : SLX,
too hard pick a winner out all of them
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